Jeffrey Garett Pietsch
Investment adviser representative at Heritage Capital Advisors, LLC
20 yearsExperience
1 stateRegistered in
CFADesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Heritage Capital Advisors, LLCApr 2021 to now
- Eastsound Capital Advisors, LLCDec 2011 to now
- Jeff & Jennifer Pietsch D.B.A. Orcas Moon AlpacasMar 2009 to now
- Maple Park Management, LLCOct 2006 to now
- Concert Wealth Management, Inc.Mar 2014 to Mar 2017
- Numetrix Capital, LLPFeb 2014 to Feb 2022
- Concert Capital Management, Inc.Jan 2014 to Mar 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Heritage Capital Advisors, LLC
$1.3BAssets managed
11Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6011071
- Firm CRD
- 310306